证券代码：301550 证券简称：斯菱智驱 浙江斯菱智能驱动集团股份有限公司 投资者关系活动记录表 编号：2026-004 投资者关系活动类别 □特定对象调研 □媒体采访 □新闻发布会 □现场参观 ☑ 分析师会议 □业绩说明会 □路演活动 □其他（请文字说明其他活动内容） 活动参与人员 鹏华基金、广发基金、长盛基金、国投瑞银基金、华夏 基金、泉果基金、国联基金、易方达基金、上银基金、 海富通基金、恒越基金、浙商基金、泰信基金、华宝基 金、华泰保兴基金、泓德基金、亘曦私募、蓝墨投资、 方正自营、信达澳亚基金、太平基金、方正富邦基金、 海宸投资、和聚私募、领久私募、华夏未来资本、才华 资本、华安基金、中信保诚基金、肇万资产、丹羿投资、 博衍私募、坤易投资、中再资产、维辰私募、国华兴益 保险、星元投资、钦沐资管、鹤禧私募、中大君悦、潼 骁投资、冲积资管、国泰君安资管、申万宏源资管、华 泰证券资管、野村东方证券、招商证券、中银国际证券、 东北证券、国联民生证券 时间 2026 年 3 月 4 日—3 月 5 日 地点 上海、无锡 形式 现场交流 上市公司接待人员姓名 董事会秘书安娜，证券事务代表蔡航丽 投资者关系主要 ...

Investment Focus - The report highlights the strong growth potential in the storage industry, with domestic storage manufacturers expected to exceed production expansion forecasts, benefiting companies closely tied to these manufacturers [1] - NVIDIA is projected to have a strong performance in FY4Q26, with a significant increase in overall revenue and EPS trajectory, supported by a robust order backlog of 500 billion [1] - Alphabet's cloud business is expected to grow significantly, driven by AI solutions, with a 48% growth rate in the last quarter, leading to an increase in EPS for 2026 and 2027 [1] - Alibaba's cloud growth is anticipated to exceed consensus estimates by 2-3% for the year, despite short-term performance pressures [1] Company Analysis - Zhongwei Company is positioned as a leading player in the hardware sector, benefiting from a deepening platform strategy that expands its capabilities in etching, film deposition, and measurement [1] - Tencent is recommended as a top pick in the internet sector, with a target price of 700, driven by steady growth in core gaming and advertising businesses, alongside new revenue streams from mini-games and video accounts [2] - New Oxygen is recognized for its strong marketing capabilities and low customer acquisition costs, with a target price of 10.1 USD based on its growth trajectory in the light medical beauty sector [2] - Ato Hotel is expected to achieve a revenue growth of 26% to 12.39 billion, with a strong market position in the mid-to-high-end hotel sector [3] - HashKey is positioned as a leading digital asset platform in Asia, benefiting from regulatory trends and expected to expand its product offerings in derivatives and leveraged trading [4] - Tesla's advancements in autonomous driving and robotics are highlighted, with expectations for accelerated overseas expansion and significant product developments [4] - MP Materials is noted for its strategic importance in the rare earth industry, benefiting from domestic supply chain localization and increasing demand from the defense and renewable energy sectors [7] - ACWA Power is recognized as a leader in the renewable energy sector, with a focus on solar, wind, and green hydrogen projects, supported by government power purchase agreements [8] - Vestas is highlighted as a dominant player in the wind energy sector, benefiting from global wind power growth and technological advancements in turbine efficiency [9] - Three-Six Pharmaceutical is noted for its strong market position in kidney, blood, and oncology sectors, with promising pipeline products and collaborations with Pfizer [10]

AutoZone (NYSE:AZO) Q2 2026 Earnings call March 03, 2026 10:00 AM ET Company ParticipantsBret Jordan - Managing DirectorJamere Jackson - CFOPhilip Daniele - President and CEONone - Video NarratorConference Call ParticipantsChristopher Horvers - Senior AnalystMichael Lasser - Equity Research Analyst of Broadlines & Food RetailScot Ciccarelli - Managing Director and Senior Equity Research AnalystSimeon Gutman - Executive Director and Senior Equity AnalystSteven Forbes - Senior Managing Director and Equity Res ...

AutoZone (NYSE:AZO) Q2 2026 Earnings call March 03, 2026 10:00 AM ET Speaker4Welcome to AutoZone's 2nd quarter 2026 earnings release conference call. At this time, all participants are on a listen-only mode and a question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star 0 on your telephone keypad. Please note this conference is being recorded. At this time, we would like to play the company's Safe Harbor statement.S ...

Core Insights - AutoZone reported quarterly earnings of $27.63 per share, exceeding the Zacks Consensus Estimate of $27.1 per share, but down from $28.29 per share a year ago, resulting in an earnings surprise of +1.94% [1] - The company generated revenues of $4.27 billion for the quarter, missing the Zacks Consensus Estimate by 0.82%, compared to $3.95 billion in the same quarter last year [2] - AutoZone's stock has increased by approximately 14.5% year-to-date, significantly outperforming the S&P 500's gain of 0.5% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $36.30, with expected revenues of $4.83 billion, and for the current fiscal year, the EPS estimate is $148.80 on revenues of $20.48 billion [7] - The trend of earnings estimate revisions for AutoZone was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Automotive - Retail and Wholesale - Parts industry, to which AutoZone belongs, is currently ranked in the bottom 20% of over 250 Zacks industries, suggesting potential challenges ahead [8]

上 市 公 司 家用电器 2026 年 03 月 02 日 华翔股份 (603112) ——25 年业绩快报点评：表现基本符合预期，Q4 业绩再 加速 | 报告原因：有业绩公布需要点评 | | --- | | 买入（维持） | | 市场数据： 2026 年 02 月 27 日 | | | --- | --- | | 收盘价（元） | 17.14 | | 一年内最高/最低（元） | 20.10/12.20 | | 市净率 | 2.1 | | 股息率%（分红/股价） | 1.94 | | 流通 A 股市值（百万元） | 8,659 | | 上证指数/深证成指 4,162.88/14,495.09 | | | 注："股息率"以最近一年已公布分红计算 | | -20% 0% 20% 40% 60% 02-27 03-27 04-27 05-27 06-27 07-27 08-27 09-27 10-27 11-27 12-27 01-27 02-27 华翔股份 沪深300指数 (收益率) 相关研究 证券分析师 刘正 A0230518100001 liuzheng@swsresearch.com 刘嘉玲 A023052 ...

为抢抓节后复工复产关键期，护航企业开好局、起好步，助力冲刺一季度"开门红"，2月26日，国网重 庆永川供电公司开展"电力暖企助复工"专项行动，精准提供定制化电力服务，为企业复工复产注入强 劲"电动力"。 电力人员了解企业用电需求。国网重庆永川供电公司供图 电力人员了解企业用电需求。国网重庆永川供电公司供图 检查现场，宋小丰一行深入生产车间、配电房，聚焦自动化生产线供电线路、配电设备等核心环节全面 排查，精准排查设备老化、线路过载等高频隐患，核查应急供电设备完好性。针对潜在问题，当场出具 整改清单、讲解注意事项，结合生产排班普及安全用电知识，全力保障企业生产用电稳定，助力抢抓订 单。 同日，该公司双桥供电中心员工黄静梅和同事来到重庆市亚华汽车配件有限责任公司，以"政策宣讲 +现场服务"模式，为企业送政策、解难题、降成本。该公司专注于汽车零部件制造，节后全力提质增 效、新增生产设备，用电需求攀升，2025年7月部署光伏板，"自发自用、余电上网"模式亟需新能源政 策支撑。双桥供电中心提前组建专项团队，建立"一对一"服务机制，确保政策红利直达。 现场，黄静梅一行送达新能源竞价告知书及相关资料，结合企业用电和光伏项目情 ...

格隆汇2月27日丨华翔股份(603112.SH)发布2025年度业绩快报，报告期内，公司财务状况良好，实现营 业总收入41.29亿元，较上年同期增加7.87%；实现归属于上市公司股东的净利润5.62亿元，较上年同期 增加19.38%。归属于上市公司股东的所有者权益为43.65亿元，较上年同期增加37.63%，主要系本期可 转债转股影响和利润增加所致。 报告期内，下游行业整体运行平稳，公司稳健经营，主业销量提升；同时，受益于产品结构优化与经营 效率改善，营业收入与利润率实现双增。分业务看，压缩机零部件业务机加工产能持续释放，"延链强 链"战略深入推进，盈利水平显著提升；汽车零部件业务通过整合华域合资公司新增产能，产销量逐季 爬坡；工程机械零部件业务受行业下行影响，销量短期承压。 ...

Group 1 - The core objective of Xuchang City's Jian'an District in 2025 is to optimize the business environment as the top priority, focusing on "industrial district and strong manufacturing" positioning [1][2] - The district aims to enhance government services and project construction to stimulate economic development, with significant improvements in project execution and operational efficiency [1][2] - Key projects such as the Xuchang Electric Equipment Industrial Park and logistics ports are accelerating, contributing to the growth of leading industries like electric equipment and biomedicine [2] Group 2 - In the first eleven months, the added value of industries such as automotive parts, hair products, biomedicine, and electronic information grew by 7.4%, 16.5%, 13.5%, and 18.9% respectively, with the hair products industry reaching a scale of 30 billion [2] - A total of 120 key projects with an investment of 68.97 billion are planned for the year, with 76 projects accelerating and 44 already in operation [2] - The district is committed to continuous improvement in the business environment, expanding the scope of "certificate-free" services, and enhancing service efficiency to support enterprise development [1][2]

项目是产业发展的关键支撑、增量之源。今年，钱塘要加快项目投产速度，推动和兴碳纤维等5个 重点项目快投产、快见效，力争新增产值25亿元以上。此外，钱塘要实施项目攻坚行动，前瞻布局谋项 目，全年谋划集群"千项万亿"项目20个以上；精准发力落项目，力争全年落地亿元以上项目50个以上， 新增裂变项目100个以上；提速增效推项目。用好项目全流程审批服务机制，加快建设进度，确保投资 超200亿元、增速8%。 接下来，钱塘将始终牢记总书记"加快建设先进制造业基地"殷殷嘱托，坚定扛起产业大平台责任担 当，加快建设产业规模高地、工业投资高地、工业空间高地、项目引育高地，全力当好"296X"先进制 造业集群建设排头兵。 钱塘区"新春第一会"不仅是一场签约会，更是一次项目建设动员会。今年是钱塘区规上工业总产值 突破4000亿元、制造业投资连续4年保持全市第一后，产业向更高能级跃升的关键之年。会议明确，要 一体推进省"415X"产业集群、市"296X"先进制造业集群及钱塘"515"特色产业集群建设，力争实现制造 业投资230亿元，继续保持全市第一。 2月26日，钱塘区召开"新春第一会"，8个重大项目现场集中签约，总投资250亿元，释 ...